Wendell David Associates’s Applied Materials AMAT Stock Holding History

Wendell David Associates’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$231K	Buy	+319	New	+$147K	0.02%	150

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wendell David Associates's AMAT Position: Q2 2026 in Review

Wendell David Associates opened a new position in Applied Materials (AMAT) in Q2 2026: 319 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #150 among its holdings.

1,379 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Wendell David Associates held 319 shares of Applied Materials worth $231K as of Q2 2026.
Applied Materials was a new Wendell David Associates position in Q2 2026.
Applied Materials made up 0.02% of Wendell David Associates's portfolio in Q2 2026, its #150 holding.
1,379 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.